The Dividend World Tour: Driscoll’s Market Map
How David Driscoll’s Global, Dividend-Focused Stock Strategy Is Weathering Market Storms and Delivering Steady Growth

In a market environment where volatility is the norm and investor nerves are frayed by macroeconomic noise, David Driscoll, president and CEO of Liberty International Investment Management, isn’t buying the panic. He’s doubling down on fundamentals. Driscoll, a seasoned voice in global equities, has one message for investors: focus less on daily stock price swings and more on the engine behind the company itself.
According to Driscoll, too many investors are glued to their tickers, watching prices jump and dip like heartbeats on a monitor. But the real story isn’t in the price—it’s in what the company actually does, how it allocates capital, grows dividends, and handles pressure. As he puts it, stock price matters on only two days: the day you buy and the day you sell. Everything in between? Just noise.
With interest rate anxiety, inflation fears, tariff tension, and a looming cloud of recession still casting shadows across the market, Driscoll is urging a different kind of due diligence. Don’t just chase price—chase performance. Specifically, investors should examine a company’s return on invested capital, or ROIC, and compare it to its weighted average cost of capital, or WACC. The greater the spread between ROIC and WACC, the stronger the free cash flow—and that means resilience, flexibility, and staying power when the going gets rough.
